ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

Philip James Wealth Mangement, LLC's Holding History (CIK: 0002002630)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,388 Value ($000) $363 Avg Close — Range —
Q3 2025
Shares 3,513 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 4,690 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 5,646 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 7,107 Value ($000) $757 Avg Close — Range —
Q3 2024
Shares 7,276 Value ($000) $790 Avg Close — Range —
Q2 2024
Shares 7,266 Value ($000) $774 Avg Close — Range —
Q1 2024
Shares 20,999 Value ($000) $2,259 Avg Close — Range —
Q4 2023
Shares 21,022 Value ($000) $2,279 Avg Close — Range —